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PStruckmann on September 29, 2022
Dear All, we managed to import a test file with a deal and two associated line items in a multi object , multi file import . it is nowhere in the documentation or forum made clear how to imnport an associated contact with it at the same time . read more
0 upvote
1 Reply
September 29, 2022 11:58
@PStruckmann If I understand the use case correctly I think the following would solve: You would essentially need two imports if you were to do more
Bwillyrich on August 04, 2022
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
0 upvote
6 Replies
Accepted Solution
Contributor | Elite Partner
August 05, 2022 06:07
Ok, thanks for the additional context! So I've mocked this up in my own test portal and I believe it meets the requirements of what you are looking more
pauldaum on July 21, 2022
Hi all, I am wondering about a discrepancy I have found while testing a workflow. We have set up a simple workflow, that copies each contacts 'Recent Deal Close Date' into the associated contacts deals. Now the strange part: read more
Community Manager
July 22, 2022 03:52
Hi @pauldaum Thank you for reaching out! I'm not sure to which property you're copying this? a custom property? a default one? more
LMeier61 on June 23, 2022
Our usual billing frequency is annually. But from time to time we also have customers who wants to use the license for 18 months. HubSpot doesn't allow me to save/create quotes with an annual billing frequency and a term not equal to 12 or a mult read more
1 upvote
4 Replies
Accepted Solution
June 24, 2022 09:53
Overall notes - I would recommend working via Line Items on the deal record (adding, updating, etc.), then creating a quote. (Do not recommend more
vc16 on May 26, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 26, 2022 21:41
Hi @vc16 , Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" more
vc16 on May 24, 2022
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 24, 2022 21:09
Hi @vc16 , You're correct, you can display 4 fields and freely choose two of them by following these steps: more
rjonesSolaria on May 13, 2022
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Accepted Solution
May 16, 2022 10:18
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated more
nthatcher-airbr on April 18, 2022
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more
Accepted Solution
Hall of Famer | Partner
April 18, 2022 21:35
Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and more
infiniteloop on April 04, 2022
What is the best way to automatically create a Google Task and assign it to a person when a deal moves to a specific Stage in the Deals pipeline?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
April 04, 2022 09:58
Hi @infiniteloop , If you've connected your Google Calendar to HubSpot, you can sync tasks to appear on your calendar. This is a Sales Hub more
Petter on April 01, 2022
Hi Community! I want to pick your brains here and see if this is a good workaround or if it's gonna fall flat like a pancake. Scenario: I want to enroll contacts that hits a certain deal stage in a sequence. If a contact replies to an emai read more
1 upvote
3 Replies
Contributor | Gold Partner
April 08, 2022 05:19
Hi @RomyFuchs1 Thank you for giving me your thoughts on this! That sounds like a good idea to use lists as a trigger instead. Because we did more
KMavraki on March 04, 2022
To control the access to data I'd like to have my teams only have edit access for objects they own. At the minute this is too onerous as if a member of staff is off, no one else can manage their Deals/Contacts etc. As a result I have to give everyon read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 04, 2022 04:40
Hi @KMavraki , The easiest option here would be to simply change the ownership of the affected records – either by a manager if the person is more
leemak on February 25, 2022
Is it possible to have a view that lists all of the line items for the deals in my pipelines? Multiple pipelines, multiple deals, all line items in one view. Thanks
0 upvote
4 Replies
April 06, 2022 14:56
Hi Karsten, is there a best way to see what all the configurations are for some of the default reports? I'm looking to duplicate the Deal Funnel more
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